U.S. federal trademark · Serial No. 87816677 · Reg. No. 5651392
Financial planning including asset allocation analysis; financial consultation; investment consultation; investment management; financial analysis; financial trust management; financial retirement plan consulting services
Tax advisory services; tax preparation; tax consultation; tax filing services; management of tax files; tax assessment; tax and taxation planning, advice, information, and consultancy services; accounting services; financial auditing services; financial statement preparation, review, and analysis for business
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.